Macro Tailwinds Stack Up, Crypto Market Next Beneficiary of AI CapEx Cycle?
The post Macro Tailwinds Stack Up, Crypto Market Next Beneficiary of AI CapEx Cycle? appeared on BitcoinEthereumNews.com.
Key Insights Major macro tailwinds — including Fed rate cuts, the end of QT, and $700B+ in annual tech CapEx — strengthen the liquidity outlook for crypto market. Regulatory shifts, such as SEC deregulation efforts and an upcoming Trump-appointed Fed Chair, signal a potentially more crypto-friendly policy environment. Massive fiscal stimulus and strong S&P 500 earnings growth reinforce risk-on sentiment, creating conditions that could support renewed inflows into Bitcoin, Ethereum, and broader digital assets. The crypto market faces a cascade of supportive macro forces in late 2025, from the Federal Reserve’s end to quantitative tightening on December 1 to surging AI-driven capital expenditures exceeding $700 billion annually. This raises questions about whether digital assets will ride the next wave of tech innovation as equities bask in 13% year-over-year S&P 500 earnings growth. Data compiled in early December shows the S&P 500 Information Technology sector’s capex-to-depreciation ratio has surged to about 1.94 – a two-decade high. Bank of America research further finds that AI-related capital spending contributed roughly 62.5% of U.S. GDP growth in the first half of 2025, noting “without AI, the US would be in a recession.” What Are The Key Macro Tailwinds Impacting the Crypto Market Surging Tech CapEx: Corporations are plowing historic sums into AI and data-center projects. The capex/depreciation ratio in U.S. tech stocks is near 1.94 – up 76% since 2021. This reflects an unprecedented investment cycle. Reuters reported that AI-focused capex already accounts for “more than one-third” of recent U.S. GDP growth. Spending on physical data-center infrastructure alone is up roughly 4× from 2020 levels, while tech sector firms now account for roughly 45% of total S&P 500 capital expenditure – a larger share than even the dot-com era peak. AI-Driven Growth: The AI boom is powering multiple industries. New data show that elevated investment…
Filed under: News - @ December 7, 2025 5:17 am